EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 90 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,525 | +28.6% | 37,959 | +37.6% | 0.04% | +30.0% |
| Q2 2023 | $226,691 | -60.9% | 27,578 | -62.2% | 0.03% | -62.0% |
| Q1 2023 | $579,945 | +14.3% | 72,949 | +7.8% | 0.08% | +5.3% |
| Q4 2022 | $507,563 | -2.8% | 67,675 | +7.9% | 0.08% | +33.9% |
| Q1 2020 | $522,000 | +68.9% | 62,707 | +64.6% | 0.06% | +124.0% |
| Q4 2018 | $309,000 | +65.2% | 38,099 | +85.1% | 0.02% | +38.9% |
| Q1 2017 | $187,000 | -64.8% | 20,579 | -65.3% | 0.02% | -75.0% |
| Q4 2016 | $531,000 | +110.7% | 59,265 | +122.8% | 0.07% | +140.0% |
| Q1 2016 | $252,000 | -50.2% | 26,596 | -46.6% | 0.03% | -52.4% |
| Q4 2015 | $506,000 | +22.5% | 49,796 | +15.8% | 0.06% | +12.5% |
| Q3 2015 | $413,000 | +141.5% | 42,994 | +172.5% | 0.06% | +93.1% |
| Q2 2015 | $171,000 | 0.0% | 15,777 | +0.0% | 0.03% | -37.0% |
| Q1 2015 | $171,000 | +24.8% | 15,771 | +29.6% | 0.05% | -63.5% |
| Q4 2013 | $137,000 | – | 12,168 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pointe Capital Management LLC | 67,798 | $568,000 | 0.42% |
| PRIMORIS WEALTH ADVISORS, LLC | 19,900 | $166,000 | 0.24% |
| ELCO Management Co., LLC | 34,275 | $287,000 | 0.24% |
| Diversified, LLC | 65,144 | $546,000 | 0.23% |
| Successful Portfolios LLC | 31,886 | $267,000 | 0.18% |
| IHT Wealth Management, LLC | 220,291 | $1,846,000 | 0.16% |
| WEALTH EFFECTS LLC | 19,042 | $160,000 | 0.10% |
| Syverson Strege & Co | 25,904 | $217,000 | 0.08% |
| Congress Park Capital LLC | 15,000 | $126,000 | 0.08% |
| Formidable Asset Management, LLC | 39,558 | $331,000 | 0.08% |